TALIA DUFF FOUNDATION INC (EIN 813019217) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

WILLIAM GORMAN

Phone

9785004053

Tax Period

2023-01-01 to 2023-12-31

TALIA DUFF FOUNDATION INC, founded in 2016, is a micro nonprofit in the Diseases & Disorders sector that reported $91K in total revenue in fiscal year 2023. Revenue surged 147% from the prior year, signaling strong growth momentum. Expenses of $188K exceeded revenue, resulting in a 105% operating deficit.

Mission

THE TALIA DUFF FOUNDATION, INC. WAS ORGANIZED IN JUNE 2016 FOR THE PURPOSE OF RAISING FUNDS TO SUPPORT THE RESEARCH, DEVELOPMENT AND PRODUCTION OF A THERAPY OR CURE FOR CHARCOT MARIE TOOTH DISEASE TYPE 4J.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $58,116

Program Service Revenue $0

Investment Income $23,292

Other Revenue $9,867

TOTAL REVENUE $91,275

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $175,000

Other Expenses $187,515

TOTAL EXPENSES $187,515

Year-over-Year Comparison

	2023	2022	Change
Revenue	$91,275	$36,939	+1.5%
Expenses	$187,515	$107,848	+0.7%
Net Income	$-96,240	$-70,909	+0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANK MICHAEL HERTZ	TREASURER	4.00	Officer Director	$0	$0	$0
MICHELLE JOAN GAGNE-WERTZ	SECRETARY	4.00	Officer Director	$0	$0	$0
WILLIAM J GORMAN	PRESIDENT	4.00	Officer Director	$0	$0	$0
SHANE MURRAY	DIRECTOR	4.00	Director	$0	$0	$0
JOCELYN DUFF	EXECUTIVE DIRECTOR	4.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$91,275	$187,515	$675,632	$-96,240
2022	$36,939	$107,848	$771,872	$-70,909
2021	$29,077	$202,396	$842,781	$-173,319
2020	$45,606	$141,652	$1,016,100	$-96,046
2019	$69,778	$76,098	$1,112,145	$-6,320
2018	$388,365	$50,739	$1,118,465	$337,626

TALIA DUFF FOUNDATION INC